Department of Finance
(Wilson College of Business)
The Department of Finance offers the following programs:
- Finance (for Business Majors)
- Finance (for Non-Business Majors)
- Real Estate (for Business Majors)
- Real Estate (for Non-Business Majors)
- Commercial Banking
- Financial and Real Estate Sales for Business Majors (also listed in the Department of Marketing and Entrepreneurship)
- Financial Analysis (graduate certificate)
Note: A copy of the Wilson College policies may be obtained at https://business.uni.edu/students/advising/uni-college-business-policies. Enrollment in upper division (3000/4000-level) business courses requires satisfactory completion of the Wilson College of Business admission requirements and any course prerequisites.
Finance and Real Estate majors may declare a double major, and/or major and minor within the Wilson College of Business, subject to the approval of the other Wilson College of Business departments involved. Finance and Real Estate majors minoring within the Wilson College of Business must select minors designated for business majors. Finance majors cannot minor in Finance, and Real Estate majors cannot minor in Real Estate. However, Finance majors may double major or minor in Real Estate, and Real Estate majors may double major in Finance or minor in Finance. Also, not more than one emphasis area may be declared in Finance.
All students majoring in business must complete 50% of their major coursework in the Wilson College of Business at UNI. Major coursework would include any undergraduate, credit-bearing, graded course taught in the Wilson College of Business at UNI. Business courses taken at UNI as credit/no credit do not qualify. A minimum of 10 credits must be upper division (3000-4000 level courses). A student must earn a 2.20 cumulative grade point average at UNI; and must earn an overall 2.20 grade point average in business designated courses taken at UNI.
The Wilson College of Business limits the number of courses that can be counted towards major specific requirements across the College. The College will allow students to double count one major specific course between majors, with the following exceptions. These exceptions include major combinations which allow two double-counted courses:
- MIS/Business Analytics
- Real Estate/Finance: Financial Management or Investments
- Business Analytics/Economics: Business Economics
This guideline is not applicable to the business core. There are no limitations to the number of courses that can be double-counted towards minors and/or certificates within the College.
The Finance Department may impose additional admission requirements for students wishing to declare a minor or a second Wilson College of Business major. Eligibility to declare a minor or a second Wilson College of Business major is based on competitive GPA and space availability.
Bachelor of Arts Degree Programs
Finance Major
The Finance major requires a minimum of 120 total hours to graduate. This total includes UNIFI/General Education requirements and the following specified major requirements, plus electives to complete the minimum of 120 hours.
| Required Business Core: | ||
| Business Administration, Interdepartmental: | ||
| BUSINESS 1000 | Introductory Seminar for Business Professionals | 0 |
| BUSINESS 2000 | Business Professionals in Training | 0 |
| Accounting: | ||
| ACCT 2120 | Principles of Financial Accounting | 3 |
| ACCT 2130 | Principles of Managerial Accounting | 3 |
| Marketing: | ||
| MKTG 2110 | Principles of Marketing | 3 |
| Management: | ||
| MGMT 2080 | Introduction to Information Systems | 3 |
| MGMT 3100 | Legal and Social Environment of Business | 3 |
| or ACCT 3075 | Legal and Ethical Concepts for Accountants | |
| MGMT 3154 | Operations Management | 3 |
| MGMT 3965/5965 | Organizational Behavior | 3 |
| MGMT 4175 | Strategic Management | 3 |
| Finance: | ||
| FIN 3130/5130 | Corporate Finance | 3 |
| Economics: | ||
| ECON 1011 | Statistics for Business Analytics | 3 |
| ECON 2090 | Decision Analytics | 3 |
| ECON 1041 | Principles of Macroeconomics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| Mathematics: | ||
| STAT 1772 | Introduction to Statistical Methods | 3 |
| Required Finance: | ||
| FIN 3135 | Intermediate Financial Management | 3 |
| FIN 3160/5160 | Principles of Investments | 3 |
| Emphasis Requirements | 12 | |
| Students select one area of emphasis below | ||
| Total Hours | 60 | |
Emphases:
Financial Management
| Required | ||
| FIN 4145 | Advanced Financial Management | 3 |
| Electives | 9 | |
| Finance: | ||
| International Financial Management | ||
| Risk Management and Insurance | ||
| Fixed Income Analysis | ||
| Real Estate Finance * | ||
| Commercial Bank Management | ||
| Financial Modeling and Analytics | ||
| Economics: | ||
| Money and Banking | ||
| Total Hours | 12 | |
Investments
| Required | ||
| Finance: | ||
| FIN 3065/5065 | Fixed Income Analysis | 3 |
| FIN 4150/5150 | Securities Analysis | 3 |
| FIN 4155/5155 | Options and Futures | 3 |
| Electives | 3 | |
| Finance: | ||
| Real Estate Finance * | ||
| Financial Modeling and Analytics | ||
| Advanced Financial Management | ||
| Accounting: | ||
| Intermediate Accounting I | ||
| Total Hours | 12 | |
Personal Wealth Management
| Required Courses | ||
| FIN 3040 | Introduction to Personal Wealth Management | 3 |
| FIN 4040 | Principles of Personal Wealth Management | 3 |
| FIN 4270 | Applications of Personal Wealth Management | 3 |
| Electives | 3 | |
| Advanced Financial Management | ||
| Securities Analysis | ||
| Total Hours | 12 | |
- *
FIN 3125 (160:141) can be used by double majors in Finance and Real Estate to satisfy the requirements of both majors. This does not apply to the Personal Wealth Management emphasis of the Finance major.
Real Estate Major
The Real Estate major requires a minimum of 120 total hours to graduate. This total includes UNIFI/General Education requirements and the following specified major requirements, plus electives to complete the minimum of 120 hours.
| Required business core | ||
| Business Administration, Interdepartmental: | ||
| BUSINESS 1000 | Introductory Seminar for Business Professionals | 0 |
| BUSINESS 2000 | Business Professionals in Training | 0 |
| Accounting: | ||
| ACCT 2120 | Principles of Financial Accounting | 3 |
| ACCT 2130 | Principles of Managerial Accounting | 3 |
| Marketing: | ||
| MKTG 2110 | Principles of Marketing | 3 |
| Management: | ||
| MGMT 2080 | Introduction to Information Systems | 3 |
| MGMT 3100 | Legal and Social Environment of Business | 3 |
| or ACCT 3075 | Legal and Ethical Concepts for Accountants | |
| MGMT 3154 | Operations Management | 3 |
| MGMT 3965/5965 | Organizational Behavior | 3 |
| MGMT 4175 | Strategic Management | 3 |
| Finance: | ||
| FIN 3130/5130 | Corporate Finance | 3 |
| Economics: | ||
| ECON 1011 | Statistics for Business Analytics | 3 |
| ECON 1041 | Principles of Macroeconomics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| ECON 2090 | Decision Analytics | 3 |
| Mathematics: | ||
| STAT 1772 | Introduction to Statistical Methods | 3 |
| Required Real Estate and Finance | ||
| FIN 3110 | Principles of Real Estate | 3 |
| FIN 3115 | Real Estate Law and Brokerage | 3 |
| FIN 3120 | Real Estate Appraisal and Investment | 3 |
| FIN 3125 | Real Estate Finance * | 3 |
| FIN 3135 | Intermediate Financial Management | 3 |
| FIN 4190 | Advanced Real Estate Cases | 3 |
| Total Hours | 60 | |
- *
FIN 3125 (160:141) can be used by double majors in Real Estate and Finance to satisfy the requirements of both majors. This does not apply to the Personal Wealth Management emphasis of the Finance major.
Minors
Finance Minor (for Business Majors)
This minor is NOT available to majors in Finance.
| Required | ||
| Finance: | ||
| FIN 3130/5130 | Corporate Finance * | 3 |
| FIN 3160/5160 | Principles of Investments ** | 3 |
| Electives | 9 | |
| Finance: | ||
| International Financial Management **, *** | ||
| Risk Management and Insurance | ||
| Fixed Income Analysis ** | ||
| Real Estate Finance **, *** | ||
| Intermediate Financial Management ** | ||
| Commercial Bank Management **, *** | ||
| Financial Modeling and Analytics | ||
| Securities Analysis **, *** | ||
| Options and Futures **, *** | ||
| Economics: | ||
| Money and Banking | ||
| Total Hours | 15 | |
Note: All 3000- and 4000- level courses require junior standing.
- *
These courses require the following prerequisites:
ACCT 2120; both STAT 1772 (or equivalent) and ECON 1011, or MATH 1421; ECON 1041; ECON 1051. These courses count toward the Business Core requirements for all Business majors.
- **
These courses require a C- or better in FIN 3130/5130.
- ***
These courses require the following prerequisite: ACCT 2130. ACCT 2130 counts toward the Business Core requirements for all Business majors.
Finance Minor (for Non-Business Majors)
| Required | ||
| Accounting: | ||
| ACCT 2120 | Principles of Financial Accounting | 3 |
| Economics/Mathematics: | 3-6 | |
| Both | ||
| Statistics for Business Analytics | ||
| and | ||
| Introduction to Statistical Methods | ||
| OR ONLY | ||
| Calculus II | ||
| Economics: | ||
| ECON 1041 | Principles of Macroeconomics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| Finance: | ||
| FIN 3130/5130 | Corporate Finance | 3 |
| FIN 3160/5160 | Principles of Investments * | 3 |
| Electives | 9 | |
| Finance: | ||
| International Financial Management *, ** | ||
| Risk Management and Insurance | ||
| Fixed Income Analysis * | ||
| Real Estate Finance *, ** | ||
| Intermediate Financial Management * | ||
| Commercial Bank Management *, ** | ||
| Financial Modeling and Analytics | ||
| Securities Analysis *, ** | ||
| Options and Futures *, ** | ||
| Economics: | ||
| Money and Banking | ||
| Total Hours | 27-30 | |
Note: All 3000- and 4000- level courses require junior standing.
- *
These courses requires a C- or better in FIN 3130/5130.
- **
These courses require the following prerequisite: ACCT 2130.
Real Estate Minor (for Business Majors)
| Required | ||
| Finance: | ||
| FIN 3110 | Principles of Real Estate | 3 |
| FIN 3115 | Real Estate Law and Brokerage | 3 |
| FIN 3120 | Real Estate Appraisal and Investment | 3 |
| FIN 3125 | Real Estate Finance | 3 |
| Electives from the following | 3 | |
| Marketing: | ||
| Consumer Behavior | ||
| Professional Selling | ||
| Services Marketing | ||
| Finance: | ||
| Commercial Bank Management | ||
| Technology: | ||
| Fundamentals of Construction Management Materials & Methods | ||
| Economics: | ||
| Urban and Regional Economics | ||
| Geography: | ||
| North American Cities | ||
| Climate Action Planning | ||
| Total Hours | 15 | |
Real Estate Minor (for Non-Business Majors)
| Required | ||
| Finance: | ||
| FIN 3110 | Principles of Real Estate | 3 |
| FIN 3115 | Real Estate Law and Brokerage | 3 |
| FIN 3120 | Real Estate Appraisal and Investment | 3 |
| Marketing: | ||
| MKTG 2110 | Principles of Marketing * | 3 |
| Electives from the following | 3 | |
| Marketing: | ||
| Consumer Behavior | ||
| Professional Selling | ||
| Services Marketing | ||
| Finance: | ||
| Real Estate Finance ** | ||
| Corporate Finance ** | ||
| Commercial Bank Management ** | ||
| Technology: | ||
| Fundamentals of Construction Management Materials & Methods | ||
| Economics: | ||
| Urban and Regional Economics ** | ||
| Geography: | ||
| North American Cities | ||
| Climate Action Planning ** | ||
| Total Hours | 15 | |
- *
In addition to the required 15 hours, MKTG 2110 has a prerequisite of either ECON 1031 or ECON 1041. ECON 1031 or ECON 1041 will satisfy the Quantitative Reasoning requirement of the UNIFI/General Education program.
- **
FIN 3125, FIN 3130/5130, FIN 3170/5170, ECON 3253/5253, and GEOG 4170/5170 have additional prerequisites.
Program Certificate
The University of Northern Iowa makes available, in addition to traditional programs, the opportunity for students to earn program certificates. Program certificates provide an alternative to programs leading to a degree, a major, or a minor; they certify that an individual has completed a program approved by the university. For information on the following program certificate, contact the Department of Finance or the Office of the Registrar, which serves as the centralized registry.
Certificate in Commercial Banking
The Commercial Banking Certificate provides students with essential knowledge and tools in preparation for careers in the Commercial Banking industry. This Certificate is for Finance majors, Real Estate majors, and Finance / Real Estate double majors.
| Required: | ||
| Finance: | ||
| FIN 3125 | Real Estate Finance * | 3 |
| FIN 3170/5170 | Commercial Bank Management * | 3 |
| Choose two courses from the following: | ||
| Finance: | 6 | |
| Principles of Real Estate ** | ||
| Real Estate Appraisal and Investment *** | ||
| Fixed Income Analysis **** | ||
| Total Hours | 12 | |
- *
These courses require the following prerequisites:
ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing.
- **
This course requires the following prerequisite: junior standing.
- ***
This course requires the following prerequisites: FIN 3110; junior standing.
- ****
This course requires the following prerequisites:
ACCT 2120; C- or better in FIN 3130/5130; FIN 3160/5160; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing.
Certificate in Financial and Real Estate Sales for Business Majors
| Required | ||
| Marketing: | ||
| MKTG 3153 | Professional Selling | 3 |
| MKTG 3154 | Sales Management | 3 |
| Finance: | ||
| FIN 3130/5130 | Corporate Finance | 3 |
| Electives from the following: | 6 | |
| Finance: | ||
| Risk Management and Insurance | ||
| Principles of Real Estate | ||
| Principles of Investments | ||
| Electives from the following: | 3 | |
| Management: | ||
| Business, Ethics, and Society | ||
| Communication and Media*: | ||
| Professional and Public Communication | ||
| Persuasion | ||
| Total Hours | 18 | |
- *
Prerequisite notes:
1) COMM 4218 has junior standing as a prerequisite.
2) COMM 3155 has COMM 1000 Oral Communication as a prerequisite. COMM 1000 will satisfy the Oral Communication requirement of the UNIFI/General Education program.
3) The remaining certificate courses are business courses (i.e., Marketing, Finance, and Management) and all prerequisites for all courses would be required to complete as a business major for which this certificate is the intended audience.
Certificate in Financial Analysis (graduate certificate)
The Graduate Certificate in Financial Analysis provides graduate students with essential knowledge and tools in preparation for careers in the Financial Management or Investments industries. This Certificate is for graduate students.
| Business courses typically completed as an undergraduate (and recommended for this certificate): | ||
| ACCT 2120 | Principles of Financial Accounting | 3 |
| STAT 1772 | Introduction to Statistical Methods | 3 |
| ECON 1041 | Principles of Macroeconomics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| ECON 1011 | Statistics for Business Analytics | 3 |
| or MATH 1421 | Calculus II | |
| FIN 3130/5130 | Corporate Finance | 3 |
| Required: | ||
| Finance: | ||
| FIN 5160 | Principles of Investments | 3 |
| FIN 6266 | Financial Management and Markets * | 3 |
| Choose two courses from the following: | 6 | |
| International Financial Management | ||
| Fixed Income Analysis ** | ||
| Commercial Bank Management | ||
| Securities Analysis ** | ||
| Options and Futures ** | ||
| Total Hours | 12 | |
- *
This course requires consent of the MBA director.
- **
These courses have the following recommended prerequisite: FIN 5160.
Finance: Financial Management, B.A.
Objective 1: Students will demonstrate disciplinary content knowledge
1.1 Learners will demonstrate broad knowledge of the business disciplines
1.2 Learners will demonstrate understanding of the time value of money.
1.3 Learners will demonstrate understanding of risk and return.
1.4 Learners will demonstrate understanding of cost of capital.
Objective 2: Students will use quantitative skills to aid business decision making
2.1 Learners will display a broad set of quantitative skills as applied to business decision making across a wide range of business disciplines
2.2 Leaners will find the optimal investments using capital budgeting techniques.
2.3 Learners will calculate common investment criteria and project cash flows associated with corporate project evaluation.
Objective 3: Students will display communication skills
3.1 Learners will demonstrate strong written communication skills as required for a business major
3.2 Learners will effectively deliver case analyses, both orally and in writing.
Objective 4: Students will be able to apply critical thinking skills
4.1 Learners will apply basic critical thinking skills as expected for all business majors
4.2 Learners will effectively perform case analyses, which demonstrates disciplinary knowledge and application, ability to summarize quantitative analysis methods, and development of effectively constructed conclusions.
Objective 5: Students will understand the work value expectations of contemporary organizations
5.1 Learners will identify ethical components in business situations
5.2 Learners will display other work values such as professional demeanor, quality of effort, dependability, attitude, and initiative
Finance: Investments, B.A.
Objective 1: Students will demonstrate disciplinary content knowledge
1.1 Learners will demonstrate broad knowledge of the business disciplines
1.2 Learners will demonstrate understanding of the time value of money.
1.3 Learners will demonstrate understanding of risk and return.
1.4 Learners will demonstrate understanding of cost of capital.
Objective 2: Students will use quantitative skills to aid business decision making
2.1 Learners will display a broad set of quantitative skills as applied to business decision making across a wide range of business disciplines
2.2 Learners will find the optimal investments using capital budgeting techniques.
2.3 Learners will calculate common investment criteria and project cash flows associated with corporate project evaluation.
Objective 3: Students will display communication skills
3.1 Learners will demonstrate strong written communication skills as required for a business major
3.2 Learners will effectively deliver case analyses, both orally and in writing.
Objective 4: Students will be able to apply critical thinking skills
4.1 Learners will apply basic critical thinking skills as expected for all business majors
4.2 Learners will effectively perform case analyses, which demonstrates disciplinary knowledge and application, ability to summarize quantitative analysis methods, and development of effectively constructed conclusions.
Objective 5: Students will understand the work value expectations of contemporary organizations
5.1 Learners will identify ethical components in business situations
5.2 Learners will display other work values such as professional demeanor, quality of effort, dependability, attitude, and initiative
Finance: Personal Wealth Management, B.A.
Objective 1: Students will demonstrate disciplinary content knowledge
1.1 Learners will demonstrate broad knowledge of the business disciplines
1.2 Learners will demonstrate understanding of the time value of money.
1.3 Learners will demonstrate understanding of risk and return.
1.4 Learners will demonstrate understanding of cost of capital.
Objective 2: Students will use quantitative skills to aid business decision making
2.1 Learners will display a broad set of quantitative skills as applied to business decision making across a wide range of business disciplines
2.2 Learners will find the optimal investments using capital budgeting techniques.
2.3 Learners will calculate common investment criteria and project cash flows associated with corporate project evaluation.
Objective 3: Students will display communication skills
3.1 Learners will demonstrate strong written communication skills as required for a business major
3.2 Learners will effectively deliver case analyses, both orally and in writing.
Objective 4: Students will be able to apply critical thinking skills
4.1 Learners will apply basic critical thinking skills as expected for all business majors
4.2 Learners will effectively perform case analyses, which demonstrates disciplinary knowledge and application, ability to summarize quantitative analysis methods, and development of effectively constructed conclusions.
Objective 5: Students will understand the work value expectations of contemporary organizations
5.1 Learners will identify ethical components in business situations
5.2 Learners will display other work values such as professional demeanor, quality of effort, dependability, attitude, and initiative
Real Estate, B.A.
Objective 1: Students will demonstrate disciplinary content knowledge
1.1 Learners will demonstrate broad knowledge of the business disciplines
1.2 Learners will demonstrate basic knowledge of the real estate field.
1.3 Learners will articulate the role of real estate as an investment for personal, private business and institutional holdings.
1.4 Learners will demonstrate familiarity with key risks and rewards associated with investing in and financing commercial real estate.
Objective 2: Students will use quantitative skills to aid business decision making
2.1 Learners will display a broad set of quantitative skills as applied to business decision making across a wide range of business disciplines
2.2 Learners will evaluate real estate opportunities using both quantitative and qualitative measures and make informed real estate finance and investment decisions.
Objective 3: Students will display communication skills
3.1 Learners will demonstrate strong written communication skills as required for a business student
3.2 Learners will effectively communicate a development plan for an actual parcel of real estate, both in writing and orally.
Objective 4: Students will be able to apply critical thinking skills
4.1 Learners will apply basic critical thinking skills as expected for all business majors
4.2 Learners will appropriately apply market analysis concepts and techniques in real estate development.
4.3 Learners will appropriately apply valuation concepts and techniques in the development of a real estate asset.
Objective 5: Students will understand the work value expectations of contemporary organizations
5.1 Learners will identify ethical components in business situations
5.2 Learners will display other work values such as professional demeanor, quality of effort, dependability, attitude, and initiative
Finance: Financial Management, B.A.
This is a sample plan of study with a suggested sequencing of classes for the major. University electives may be applied to earn additional academic majors, minors, or certificates. Students should regularly meet with their academic advisor to plan their specific semester schedule to include UNIFI/General Education program and/or university elective hours required.
| Freshman | ||
|---|---|---|
| Fall | Hour | |
| BUSINESS 1000 | Introductory Seminar for Business Professionals | 0 |
| ECON 1041 | Principles of Macroeconomics | 3 |
| ENGLISH 1005 | College Writing and Research | 3 |
| STAT 1772 | Introduction to Statistical Methods | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| ECON 1011 | Statistics for Business Analytics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Sophomore | ||
| Fall | ||
| BUSINESS 2000 | Business Professionals in Training | 0 |
| ACCT 2120 | Principles of Financial Accounting | 3 |
| MGMT 2080 | Introduction to Information Systems | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Spring | ||
| ACCT 2130 | Principles of Managerial Accounting | 3 |
| ECON 2090 | Decision Analytics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Junior | ||
| Fall | ||
| FIN 3130/5130 | Corporate Finance | 3 |
| MKTG 2110 | Principles of Marketing | 3 |
| MGMT 3100 | Legal and Social Environment of Business | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| FIN 3135 | Intermediate Financial Management | 3 |
| FIN 3160/5160 | Principles of Investments | 3 |
| MGMT 3965/5965 | Organizational Behavior | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Senior | ||
| Fall | ||
| Finance Emphasis Courses | 6 | |
| MGMT 3154 | Operations Management | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| FIN 4145 | Advanced Financial Management | 3 |
| Finance Emphasis Course | 3 | |
| MGMT 4175 | Strategic Management | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Total Hours | 120 | |
Finance: Investments, B.A.
This is a sample plan of study with a suggested sequencing of classes for the major. University electives may be applied to earn additional academic majors, minors, or certificates. Students should regularly meet with their academic advisor to plan their specific semester schedule to include UNIFI/General Education program and/or university elective hours required.
| Freshman | ||
|---|---|---|
| Fall | Hour | |
| BUSINESS 1000 | Introductory Seminar for Business Professionals | 0 |
| ECON 1041 | Principles of Macroeconomics | 3 |
| ENGLISH 1005 | College Writing and Research | 3 |
| STAT 1772 | Introduction to Statistical Methods | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| ECON 1011 | Statistics for Business Analytics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Sophomore | ||
| Fall | ||
| BUSINESS 2000 | Business Professionals in Training | 0 |
| ACCT 2120 | Principles of Financial Accounting | 3 |
| MGMT 2080 | Introduction to Information Systems | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Spring | ||
| ACCT 2130 | Principles of Managerial Accounting | 3 |
| ECON 2090 | Decision Analytics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Junior | ||
| Fall | ||
| FIN 3130/5130 | Corporate Finance | 3 |
| MKTG 2110 | Principles of Marketing | 3 |
| MGMT 3100 | Legal and Social Environment of Business | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| FIN 3135 | Intermediate Financial Management | 3 |
| FIN 3160/5160 | Principles of Investments | 3 |
| MGMT 3965/5965 | Organizational Behavior | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Senior | ||
| Fall | ||
| FIN 4155/5155 | Options and Futures | 3 |
| Finance Emphasis Course | 3 | |
| MGMT 3154 | Operations Management | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| FIN 4145 | Advanced Financial Management | 3 |
| FIN 4150/5150 | Securities Analysis | 3 |
| MGMT 4175 | Strategic Management | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Total Hours | 120 | |
Finance: Personal Wealth Management, B.A.
This is a sample plan of study with a suggested sequencing of classes for the major. University electives may be applied to earn additional academic majors, minors, or certificates. Students should regularly meet with their academic advisor to plan their specific semester schedule to include UNIFI/General Education program and/or university elective hours required.
| Freshman | ||
|---|---|---|
| Fall | Hour | |
| BUSINESS 1000 | Introductory Seminar for Business Professionals | 0 |
| ECON 1041 | Principles of Macroeconomics | 3 |
| ENGLISH 1005 | College Writing and Research | 3 |
| STAT 1772 | Introduction to Statistical Methods | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| ECON 1011 | Statistics for Business Analytics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Sophomore | ||
| Fall | ||
| BUSINESS 2000 | Business Professionals in Training | 0 |
| ACCT 2120 | Principles of Financial Accounting | 3 |
| MGMT 2080 | Introduction to Information Systems | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Spring | ||
| ACCT 2130 | Principles of Managerial Accounting | 3 |
| ECON 2090 | Decision Analytics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Junior | ||
| Fall | ||
| FIN 3130/5130 | Corporate Finance | 3 |
| MKTG 2110 | Principles of Marketing | 3 |
| MGMT 3100 | Legal and Social Environment of Business | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| FIN 3040 | Introduction to Personal Wealth Management | 3 |
| FIN 3135 | Intermediate Financial Management | 3 |
| FIN 3160/5160 | Principles of Investments | 3 |
| MGMT 3965/5965 | Organizational Behavior | 3 |
| UNIFI/General Education or University Electives | 3 | |
| Hours | 15 | |
| Senior | ||
| Fall | ||
| FIN 4040 | Principles of Personal Wealth Management | 3 |
| MGMT 3154 | Operations Management | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Spring | ||
| FIN 4145 | Advanced Financial Management | 3 |
| FIN 4270 | Applications of Personal Wealth Management | 3 |
| MGMT 4175 | Strategic Management | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Total Hours | 120 | |
Real Estate, B.A.
This is a sample plan of study with a suggested sequencing of classes for the major. University electives may be applied to earn additional academic majors, minors, or certificates. Students should regularly meet with their academic advisor to plan their specific semester schedule to include UNIFI/General Education program and/or university elective hours required.
| Freshman | ||
|---|---|---|
| Fall | Hour | |
| BUSINESS 1000 | Introductory Seminar for Business Professionals | 0 |
| ECON 1041 | Principles of Macroeconomics | 3 |
| ENGLISH 1005 | College Writing and Research | 3 |
| STAT 1772 | Introduction to Statistical Methods | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| ECON 1011 | Statistics for Business Analytics | 3 |
| ECON 1051 | Principles of Microeconomics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Sophomore | ||
| Fall | ||
| BUSINESS 2000 | Business Professionals in Training | 0 |
| ACCT 2120 | Principles of Financial Accounting | 3 |
| MGMT 2080 | Introduction to Information Systems | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Spring | ||
| ACCT 2130 | Principles of Managerial Accounting | 3 |
| ECON 2090 | Decision Analytics | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Junior | ||
| Fall | ||
| FIN 3110 | Principles of Real Estate | 3 |
| FIN 3130/5130 | Corporate Finance | 3 |
| MGMT 3100 | Legal and Social Environment of Business | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| FIN 3115 | Real Estate Law and Brokerage | 3 |
| FIN 3120 | Real Estate Appraisal and Investment | 3 |
| MKTG 2110 | Principles of Marketing | 3 |
| MGMT 3965/5965 | Organizational Behavior | 3 |
| UNIFI/General Education or University Electives | 3 | |
| Hours | 15 | |
| Senior | ||
| Fall | ||
| FIN 3125 | Real Estate Finance | 3 |
| FIN 3135 | Intermediate Financial Management | 3 |
| MGMT 3154 | Operations Management | 3 |
| UNIFI/General Education or University Electives | 6 | |
| Hours | 15 | |
| Spring | ||
| FIN 4190 | Advanced Real Estate Cases | 3 |
| MGMT 4175 | Strategic Management | 3 |
| UNIFI/General Education or University Electives | 9 | |
| Hours | 15 | |
| Total Hours | 120 | |
Courses
FIN 1040. Financial Skills for Smart Living — 3 hrs.
This course will prepare students for their own personal financial well-being in life. The course will cover the main topics of personal finance at a broad level including setting goals, budgeting, saving, investing, insurance, credit, loans, making home and automobile purchases, retirement planning, and estate planning. (Fall and Spring)
FIN 3032/5032. International Financial Management — 3 hrs.
This course examines the effects of currency value changes on the cash flows and decisions of the firm. The course centers around how multinational corporations identify, assess, and manage risks associated with doing business internationally. Prerequisite(s): ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Variable)
FIN 3040. Introduction to Personal Wealth Management — 3 hrs.
The course provides students the necessary knowledge and skills to enter the financial services industry and meet the education eligibility requirements to become a Certified Financial Planner (CFP). The course will cover two main areas of the CFP Curriculum: 1) General Financial Planning Principles, Professional Conduct, and Regulation; and 2) Risk Management, Insurance, and Employee Benefits Planning. Prerequisite(s): ACCT 2120; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall and Spring)
FIN 3050. Risk Management and Insurance — 3 hrs.
Fundamentals of risk and insurance as they apply to financial management. Prerequisite(s): junior standing. (Variable)
FIN 3065/5065. Fixed Income Analysis — 3 hrs.
Principles and tools used to value fixed income securities and manage the risk of bond portfolios. Prerequisite(s): ACCT 2120; C- or better in FIN 3130/5130; FIN 3160/5160; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Spring)
FIN 3080. Special Problems — 1-3 hrs.
Credit determined at registration. Prerequisite(s): junior standing; consent of department head. (Variable)
FIN 3110. Principles of Real Estate — 3 hrs.
Introduction to nature of real estate, its value, and related decision analysis. Includes appraisal, investment analysis, location theory, financing, legal characteristics, and development. Prerequisite(s): junior standing. (Fall and Spring)
FIN 3115. Real Estate Law and Brokerage — 3 hrs.
Study of the law affecting real estate and its value, financing, conveyance, contractual obligations, and brokerage, including agency relationships. Prerequisite(s): FIN 3110; junior standing. (Fall and Spring)
FIN 3120. Real Estate Appraisal and Investment — 3 hrs.
Introduction to valuation techniques of real estate. Includes coverage of market analysis, highest and best use analysis, investment analysis and the three approaches to value. Prerequisite(s): FIN 3110; junior standing. (Fall and Spring)
FIN 3125. Real Estate Finance — 3 hrs.
Introduction to concepts, techniques, and instruments integral to the financing of real estate. Includes a discussion of financial markets and institutions related to real estate financing as well as alternative real estate financing. Prerequisite(s): ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall and Spring)
FIN 3130/5130. Corporate Finance — 3 hrs.
Introductory course in corporate finance relating to the role of the finance function within the corporate enterprise. Graduate students completing this course will be required to complete a graded, written case covering financial management and capital budgeting. Prerequisite(s): ACCT 2120; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall, Spring, Summer)
FIN 3135. Intermediate Financial Management — 3 hrs.
Examination of the tools, concepts, and theories of financial management. Topics include working capital management, capital budgeting, financial theory, and financial modeling. Prerequisite(s): ACCT 2120; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall and Spring)
FIN 3160/5160. Principles of Investments — 3 hrs.
Investment decision making, analysis, and management. Includes descriptive analysis of various investment media, techniques of value analysis, and basic topics in portfolio management. Prerequisite(s): ACCT 2120; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall and Spring)
FIN 3170/5170. Commercial Bank Management — 3 hrs.
Study of major decisions and policies involved in management of commercial banks in the context of asset/liability management. Prerequisite(s): ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Variable)
FIN 3179. Cooperative Education in Finance — 1-3 hrs.
Compensated work experience in conjunction with an academic project conducted under faculty guidance. Offered on credit/no credit basis only. Prerequisite(s): 3.00 cumulative UNI GPA; consent of department head. (Fall, Spring, Summer)
FIN 3210. Financial Modeling and Analytics — 3 hrs.
This course aims to develop the financial modeling and analytical skills used in the application of financial theories to practical problems in fundamental analysis, investment analysis, and portfolio management. Students are expected to learn and use statistical tools in data analysis and predictions. Prerequisite(s): ACCT 2120; C- or better in FIN 3130/5130; FIN 3160/5160; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Variable)
FIN 4040. Principles of Personal Wealth Management — 3 hrs.
The course provides students the necessary knowledge and skills to enter the financial services industry and meet the education eligibility requirements to become a Certified Financial Planner (CFP). The course will cover two main areas of the CFP Curriculum: 1) Tax Planning, and 2) Estate Planning. Prerequisite(s): ACCT 2120; FIN 3040; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall and Spring)
FIN 4145. Advanced Financial Management — 3 hrs.
In-depth examination of the tools, concepts, and theories of financial management. Topics include working capital management, capital budgeting, financial theory, and various appropriate analytical tools. Prerequisite(s): ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; FIN 3135; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall and Spring)
FIN 4150/5150. Securities Analysis — 3 hrs.
Enables students to perform the tasks of a financial analyst in the investment environment. Focuses on equity analysis and portfolio management using different methods to value securities. Prerequisite(s): ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; FIN 3160/5160; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Spring)
FIN 4155/5155. Options and Futures — 3 hrs.
Expands upon a basic understanding of financial derivatives learned in the Principles of Investments course to include pricing models and risk management techniques. It explores the workings of the derivative markets for options and futures as well as theoretical pricing aspects and models for those markets. Prerequisite(s): ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; FIN 3160/5160; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall)
FIN 4190. Advanced Real Estate Cases — 3 hrs.
Students will apply the tools and concepts used in the analysis of real estate assets. Students as teams will analyze actual properties for their development or redevelopment potential and create a plan consistent with their analysis that will be presented to the owner/manager of the property. Prerequisite(s): ACCT 2120; ACCT 2130; FIN 3110; FIN 3115; FIN 3120; FIN 3125; C- or better in FIN 3130/5130; FIN 3135; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Spring)
FIN 4270. Applications of Personal Wealth Management — 3 hrs.
The course provides students the necessary knowledge and skills to enter the financial services industry and meet the education eligibility requirements to become a Certified Financial Planner (CFP). The course will cover two main areas of the CFP Curriculum: 1) Retirement Planning, and 2) Case Studies and Applications. Prerequisite(s): ACCT 2120; FIN 3040; C- or better in FIN 3130/5130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing. (Fall and Spring)
FIN 4410. CFA Review — 3 hrs.
This course focuses on topics needed to pass the CFA (Chartered Financial Analyst) Level I Exam. Primary areas include Ethics, Quantitative Methods, Economics, Corporate Finance, Equity Analysis and Fixed Income. Prerequisite(s): ACCT 2120; ACCT 2130; C- or better in FIN 3130/5130; FIN 3160/5160; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421. (Spring)
FIN 6266. Financial Management and Markets — 3 hrs.
In-depth examination of tools, concepts, theories, and analysis of managerial finance integrated with case applications. Students expected to apply concepts from managerial finance in analyzing, presenting, and discussing cases at an advanced level. Prerequisite(s): FIN 3130/5130 or equivalent; consent of MBA Director. (Variable)
FIN 6285. Individual Readings — 1-3 hrs.
Directed readings and reports. Prerequisite(s): consent of MBA Director. (Variable)
FIN 6297. Practicum — 2 hrs.
Prerequisite(s): consent of MBA Director. (Variable)
FIN 6299. Research — 1-6 hrs.
Prerequisite(s): consent of MBA Director. (Variable)